Cable Car Capital
Cable Car Capital reported 212 stocks worth $4.6B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are MU (8.3%), MU (8.3%) and NVDA (7.2%). Compared with Q1 2026, the fund opened new positions in MU, MU and NVDA, added to SIFY, CLM and RNTX, trimmed BELFA, CEF and NHS and sold out of ORKA, NXG and MACI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MU Micron Technology Inc | $383M | 8.3% | 332K | New position | 1 of 8 | |
| 2 | MU Micron Technology Inc | $383M | 8.3% | 332K | New position | 1 of 8 | |
| 3 |  NVDA Nvidia Corporation | $332M | 7.2% | 1.7M | New position | 1 of 8 | |
| 4 | NVDA Nvidia Corporation | $332M | 7.2% | 1.7M | New position | 3 of 8 | |
| 5 |  MSFT Microsoft Corp | $238M | 5.2% | 639K | New position | 1 of 8 | |
| 6 | MSFT Microsoft Corp | $238M | 5.2% | 639K | New position | 3 of 8 | |
| 7 |  TSLA Tesla Inc | $219M | 4.7% | 520K | New position | 1 of 8 | |
| 8 | TSLA Tesla Inc | $219M | 4.7% | 520K | New position | 2 of 8 | |
| 9 |  SNDK Sandisk Corp | $216M | 4.7% | 95K | New position | 1 of 8 | |
| 10 |  SPCX Space Exploration Techn Corp | $128M | 2.8% | 750K | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ORKA Oruka Therapeutics Inc | $9.8M | 200K |
 NXG Nxg Nextgen Infrastr Incm FD | $5.8M | 105K |
 MACI Melar Acquisition Corp. I | $5.3M | 493K |
 RFAMU RF Acquisition Corp III | $4M | 400K |
 XSLLU Xsolla Spac 1 | $4M | 400K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Cable Car Capital 13F FAQ
What does Cable Car Capital own?
Cable Car Capital reported 212 stocks worth $4.6B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are MU (8.3%), MU (8.3%) and NVDA (7.2%). The table above lists every position in the filing (the top 10 without an account).
What did Cable Car Capital buy and sell in Q2 2026?
Compared with Q1 2026: 124 new positions, 16 added to, 6 trimmed and 38 sold out. New positions include MU, MU and NVDA. It sold all of ORKA, NXG and MACI.
When will Cable Car Capital file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Cable Car Capital's portfolio worth?
The Q2 2026 filing reports $4.6B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.